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Reliance Growth Fund - Retail Plan (G)

PLAN: Retail Plan OPTIONS: Growth
760.056 1.75 (0.23%)

NAV as on 27 Nov, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Reliance Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close Reliance Growth Fund has withdrawn the restriction on sale of units for subscriptions above Rs 1 core with effect from August 18, 2006.
Benchmark Index:
 
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Returns (NAV as on 27 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.7 77
3 mth 13.7 21
6 mth 23.5 66
1 year 64.4 37
2 year 24.4 47
3 year 24.8 36
5 year 13.4 42

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 3.5 29.3 6.6 - -
2013 -12.9 -2.9 -3.6 15.3 -3.3
2012 19.0 -3.4 9.2 6.7 37.5
2011 -8.9 -2.5 -9.3 -9.4 -27.9
2010 1.8 3.4 11.6 -3.4 16.1
2009 -6.2 54.7 19.9 -0.2 93.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 6.7 13.7 23.5 64.4 24.4 24.8 13.4
Category avg 6.0 9.3 20.3 46.0 10.9 9.9 5.3
Difference of Fund returns and Category returns 0.7 4.4 3.2 18.4 13.5 14.9 8.1
Best of category 9.7 18.4 42.8 83.1 49.0 40.2 23.4
Worst of category -6.9 -2.7 -0.4 11.9 11.4 7.0 -6.2
Benchmark returns # 6.1 6.8 15.1 40.9 21.9 20.7 11.0
Difference of Fund returns and Benchmark returns 0.6 6.9 8.4 23.5 2.5 4.1 2.4
Reliance Growth Fund - Retail Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The primary investment objective of the scheme is to achieve long term growth of capital by investing in equity and quity related securities through a research based investment approach.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Sep 08, 1995
Benchmark S&P BSE 100
Asset Size (Rs cr) 4,862.48 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Sunil Singhania
View performance of schemes managed by the Fund Manager
Notes Reliance Growth Fund has withdrawn the restriction on sale of units for subscriptions above Rs 1 core with effect from August 18, 2006.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit load - 1% if redeemed/switched out on or before completion of 1 yrs from the date of allotment.

Contact Details

Regd. Office One India Bulls Centre - Tower One, 11th & 12th floor, Jupiter Mills Compound, Elphinstone Road, Mumbai , 400013
Tel. No. 022-30994600
Fax No. 91 22 30414899
Email customer_care@reliancemutual.com
Website http://www.reliancemutual.com/

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 9.2 20.2 67.5 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 9.0 19.8 66.3 26.6 16.3
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 16.5 30.6 72.5 31.8 22.3
Reliance Equity Oppor - IP (G) Not Ranked
7.49 16.6 30.7 72.8 32.1 -6.2
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 16.8 31.1 73.8 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
ICICI Bank Banking/Finance 305.12 5.68
HCL Tech Technology 278.56 5.19
UPL Chemicals 272.85 5.08
Lupin Pharmaceuticals 266.90 4.97
AB Nuvo Manufacturing 242.69 4.52
Divis Labs Pharmaceuticals 239.58 4.46
Orient Cement Cement 215.44 4.01
Indiabulls Banking/Finance 201.20 3.75
GSFC Chemicals 180.91 3.37
Larsen Engineering 165.56 3.08

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 22.07 22.35 15.60
Technology 12.45 19.14 12.24
Pharmaceuticals 11.08 14.54 8.94
Engineering 10.34 11.70 7.79
Chemicals 8.45 8.53 5.56
Manufacturing 8.18 8.18 6.54

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 98.61
Others 0.00
Debt 0.19
Mutual Funds N.A
Money Market 1.48
Cash / Call -0.28

View All

Concentration

Holdings (%)
Top 5 25.44
Top 10 44.11
Sector (%)
Top 3 45.60

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